Solutions for Search Fund Investors That Invest in B2B Companies
Search Fund Investors
WHIZDOM serves Search Fund Investors throughout the investment lifecycle.
Referrals To Search Funds
WHIZDOM conducts B2B Customer Due Diligence for Search Funds acquiring B2B Companies.
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Solution for Acquirers
Growing B2B Portfolio Companies
Search Fund Investors refer WHIZDOM to the B2B Companies in their portfolios to obtain feedback and perspectives from 1-on-1 discussions with Business Customers (including information the Companies may not know about their own Customers).
In addition, from aggregating discussion responses WHIZDOM:
• Determines consensus
• Provides analyses
• Identifies patterns and trends
• Ideates recommendations, priorities, strategies and more
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Solution for CEOs/Business Owners
Portfolio Operation Teams
WHIZDOM works with Search Fund Investors that mentor, advise and partner with the management teams of the B2B Companies in their investment portfolio.
Examples include:
• Formal Portfolio Operation Teams
• Ad hoc Operating Teams comprising advisors, functional experts, others
• Internal Company resources (i.e., Principals, Directors, Operating Partners, Associates)
WHIZDOM believes it is a B2B Company’s Business Customers who will be the most important resource for decision making that will lead to a Company’s future success.
Examples of such decision making may include growth initiatives, staying ahead of competitors, business strategy and product roadmap development, priorities and future M&A initiatives.
Search Fund Investors turn to WHIZDOM when they want to obtain valuable information from a Company’s Business Customers.
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Solution for Search Fund Investors’ Portfolio Operations Teams